AssetMark Inc
TECB icon

AssetMark Inc’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

AssetMark Inc’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77K Buy
+32
New +$1.87K ﹤0.01% 2888
2025
Q1 		– Sell
-16,792
Closed -$893K – 2761
2024
Q4 		$893K Buy
16,792
+1,254
+8% +$67.2K ﹤0.01% 871
2024
Q3 		$796K Buy
15,538
+6,826
+78% +$339K ﹤0.01% 824
2024
Q2 		$439K Buy
8,712
+1,811
+26% +$86.3K ﹤0.01% 890
2024
Q1 		$330K Sell
6,901
-29
-0.4% -$1.34K ﹤0.01% 883
2023
Q4 		$297K Buy
6,930
+86
+1% +$3.35K ﹤0.01% 854
2023
Q3 		$250K Buy
+6,844
New +$260K ﹤0.01% 840
2020
Q4 		– Sell
-415
Closed -$13K – 1491
2020
Q3 		$13K Buy
+415
New +$12.9K ﹤0.01% 890

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

AssetMark Inc's TECB Position: Q1 2026 in Review

AssetMark Inc opened a new position in iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2026: 32 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #2888 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in TECB as recently as Q4 2024.

AssetMark Inc first reported a position in TECB in Q3 2020 and has held it in 8 quarters since. The position peaked at $893K in Q4 2024. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • AssetMark Inc held 32 shares of iShares US Tech Breakthrough Multisector ETF worth $1.77K as of Q1 2026.
  • iShares US Tech Breakthrough Multisector ETF was a new AssetMark Inc position in Q1 2026.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2888 holding.
  • AssetMark Inc first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2020 and has held it in 8 quarters since.
  • AssetMark Inc's iShares US Tech Breakthrough Multisector ETF position peaked at $893K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.